Filed June 15, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 27 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $54,114 |
TIAA3 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $39,706 |
Filed as: VAN BRUGGEN & VANDE VEGTE, P.C. Service code 10 · EIN 42-1462287 113 3RD ST NE · ORANGE CITY, IA 51041 | Accounting | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,178 | $84,948-9.1% | $70,449+9.6% | $73,409+5.1% |
| Participation rate | 98.9% | 79.9%+18.9pp | 75.1%+23.8pp | 72.2%+26.7pp |
| Annual return | 14.10% | 13.39%+0.7pp | 109.03%-94.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,774 | $2,834-2.1% | $2,737+1.4% | $2,234+24.2% |
| Participant deferral / active EE | $2,626 | $3,387-22.5% | $3,709-29.2% | $3,805-31.0% |
| Admin fee / account holder | $166 | $98+69.1% | $3,845-95.7% | $158+5.1% |